If your automatic emails are not sending or if your invoices will not
send when you select Invoice from the Order windows, try the
following:
Go to Preferences and select studio. Check to make sure your studio
email address is correct her and is the sa...

If you are seeing equal signs (=) at the end of lines in an email message sent from SuccessWare or its HTML attachment does not render properly in the email client application, it probably means you have one or more non-ASCII characters in your email mess...

If you are receiving error 10042 when you attempt to send an email
through SuccessWare check your From address.
The From address must be the same email address that you have in the
Email Preference settings.
If it is not, click the From drop down...

If you receive error 10113 when you attempt to send an email through
SuccessWare this is because your password needs to be updated.
If you recently changed the password for your email address, go into
the SuccessWare Preference window and select Email. ...

**You Must Type your email address and password, do not Copy/Paste
from another program**
MSN/Hotmail/Live
smtp.live.com
587
check both SSL and TLS
BluDomain
OUTGOING MAIL SERVER: smtp.yourbluedomainname.com
PORT: 587
DO NOT CHECK THE SSL OR ...

To export a client/prospect list
Go to people list clients search for the group you wish to export by
using the search options.
Select the export button on the top tool bar. Select the client list
you want to export from the options offered.
On the...

If your From E-mail address differs from the email address you are
setting within SuccessWare you may have to set the email address
within Google.
On the From email address changing, Google automatically sets the
email address to the logged in account ...

HTML E-mail Receipts have strange characters and or letters that should not be there?
If you have sent an E-mail invoice and it looks crazy, the reason is there may be a hidden character that was copied into the text of the description, name of the pro...

When you get a chance please try the following and let me know if you
see your contact info.
1) Go into your Modify Order window.
Click send email, select send using SuccessWare.
2) Click the Open button.
Go to the Invoices category and delete b...

Some hyperlinks in HTML emails sent through SuccessWare may appear with spaces in them that are not supposed to be there. For example, the following might appear as a "Click Here" hyperlink when viewing an HTML email:
Cli ck Here
Note the extr...

To import an E-mail invoice into SuccessWare
Go to Modify Orders
Click the Send E-mail Through SuccessWare
Click Import
Select the Invoice Category off the pop up
Navigate to the E-mail Messages folder within the SuccessWare folder
Select the Invoi...

If you are having problems sending E-Mails through SuccessWare you may
need to contact your Email Host or Internet Service Provider to
confirm your settings.
When you call ask the following:
1) What is the SMTP Outgoing Mail Server Address
2) Wha...

OPENING PORTS 645 AND 443 FOR E-MAIL OR SECURITY ON WINDOWS
Go to the Control Panel
Choose Network Connections
Go to the Exceptions tab
In the middle of the window select the Add Port Button
Select and Name the Port SuccessWare
Choose port...

Text messaging your clients is possible!
Below are the directions to set up Text Message Reminders.
You can also add them to appointments to be sent out to them as auto
e-mails.
This is a process that I believe would work very well.
1. Create the ...